Financial Planning

Protection Policies

Types of Financial Planning and Protection Policies

When it comes to financial planning and protection policies, it’s important to ensure you have the right cover in place for you and your family. At Banks Sheridan, we can help you find the right policy to suit your needs, whether you’re looking for life insurance, critical illness cover, or income protection.

We can also help you plan for the future by creating a budget and investment plan that will help you save for retirement. We understand that everyone’s needs are different, so we’ll work with you to create a plan that’s tailored specifically to your needs and goals.

If you’re unsure where to start or feel overwhelmed by the options available, our team of experts are here to help. We’ll guide you through the process and make sure you have the right protection in place for you and your family. Contact us today to find out more.

Online Resources

Online calculators

Online calculators

Includes calculators for mortgages, loans, APR, payslips, VAT, stamp duty, company car and fuel benefits.

Tax rates & allowances

Tax rates & allowances

The latest tax rates and allowances.

Tax calendar

Tax calendar

The online tax calendar shows the key tax deadlines.

Downloadable forms

Downloadable forms

Some useful forms from HMRC and Companies House.

“Stuart Banks of Banks Sheridan acted as a lead adviser to our MBO team. He provided a number of innovative solutions to various tax and financing issues we faced. These really did help us to complete a successful deal. I would have no hesitation in recommending Stuart to others looking to undertake a similar transaction.” Andrew Newton - Managing Director, Sugarich Limited
“Stuart, Darren and the team have worked closely with us for over ten years on various financial issues and I have found them to be very helpful and professional. The service has always been first class and the advice given has helped us to grow our business.” Jeff Batson - Joint Managing Director, Ralawise Limited

Working with Banks Sheridan


Straightforward Guidance

Demystifying tax complexities with clarity and precision.


Prompt and Efficient Service

Commitment to returning calls within 24 hours and delivering accounts within a predetermined schedule.


Personalised Financial Expertise

Forge a strong partnership with a dedicated Banks Sheridan consultant, ensuring continuity and understanding.


Engaged, Attentive, and Present

Chartered Accountants are genuinely invested in understanding and addressing your needs.

Get in touch

We aim to respond to each enquiry within 24 hours.